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Albion Financial Group’s iShares MSCI Brazil ETF EWZ Stock Holding History

Albion Financial Group’s Portfolio EWZ Stock Details EWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-15,623
Closed -$748K – 176
2013
Q3 		$748K Hold
15,623
– – 0.16% 78
2013
Q2 		$685K Buy
+15,623
New +$812K 0.15% 77

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CS
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State of Tennessee, Department of Treasury
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BNP Paribas Financial Markets
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Bank of America
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
U
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Deutsche Bank
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Albion Financial Group's EWZ Position: Q4 2013 in Review

Albion Financial Group sold out of iShares MSCI Brazil ETF (EWZ) in Q4 2013, closing a stake of 15,623 shares — an estimated $748K sold.

Albion Financial Group first reported a position in EWZ in Q2 2013 and held it in 2 quarters. The position peaked at $748K in Q3 2013. 263 funds tracked by Wall St. Rank hold EWZ as of Q4 2013.

  • Albion Financial Group reported no remaining iShares MSCI Brazil ETF position as of Q4 2013 after selling out during the quarter.
  • Albion Financial Group sold 15,623 iShares MSCI Brazil ETF shares in Q4 2013, an estimated $748K.
  • Albion Financial Group first reported a position in iShares MSCI Brazil ETF in Q2 2013 and held it in 2 quarters.
  • Albion Financial Group's iShares MSCI Brazil ETF position peaked at $748K in Q3 2013.
  • 263 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2013.

Based on Albion Financial Group's 13F filing for Q4 2013, filed 13 Feb 2014.